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Latest BlueSpruce Investments, LP Stock Portfolio

$650Million | No. of Holdings #18

BlueSpruce Investments, LP Performance

2026 Q2+12.43%
YTD+5.89%
2025+7.55%

About BlueSpruce Investments, LP and 13F Hedge Fund Stock Holdings

BlueSpruce Investments, LP is a hedge fund based in Chicago, IL. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, BlueSpruce Investments, LP reported an equity portfolio of $650.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of BlueSpruce Investments, LP are TSM, AMZN, META. The fund has invested 31.9% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 28.9% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off S&P GLOBAL INC (SPGI), DANAHER CORP DEL (DHR) and BOSTON SCIENTIFIC CORP (BSX) stocks. They significantly reduced their stock positions in STRYKER CORPORATION (SYK), MASTERCARD INCORPORATED (MA) and ALPHABET INC (GOOG). BlueSpruce Investments, LP opened new stock positions in BROADCOM INC (AVGO), MSCI INC (MSCI) and MOODYS CORP (MCO). The fund showed a lot of confidence in some stocks as they added substantially to TAIWAN SEMICONDUCTOR MANUFAC (TSM), AMAZON COM INC (AMZN) and META PLATFORMS INC (META).
BlueSpruce Investments, LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$650Million
  as of Aug 14, 2026

BlueSpruce Investments, LP Annual Return Estimates Vs S&P 500

Our best estimate is that BlueSpruce Investments, LP made a return of 12.43% in the last quarter. In trailing 12 months, it's portfolio return was 9.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc50,033,400
msci inc2,169,600
moodys corp1,548,080
asml hldg nv917,132
ge aerospace814,731
visa inc712,598
intuitive surgical inc509,030
apple inc480,916
New stocks bought by BlueSpruce Investments, LP

Additions

Ticker% Inc.
taiwan semiconductor manufac35.17
amazon com inc27.18
meta platforms inc22.03
Additions to existing portfolio by BlueSpruce Investments, LP

Reductions

Ticker% Reduced
stryker corporation-96.74
mastercard incorporated-95.02
alphabet inc-33.4
BlueSpruce Investments, LP reduced stake in above stock

Sold off

Ticker$ Sold
boston scientific corp-19,209,900
s&p global inc-60,736,400
danaher corp del-24,135,100
microsoft corp-7,160,570
BlueSpruce Investments, LP got rid off the above stocks

Sector Distribution

BlueSpruce Investments, LP has about 32.1% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Consumer Cyclical
  • Technology
Sector%
Others32.1
Communication Services29.5
Consumer Cyclical29
Technology7.8

Market Cap. Distribution

BlueSpruce Investments, LP has about 68% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP66.8
UNALLOCATED32.1
LARGE-CAP1.2

Stocks belong to which Index?

About 67.9% of the stocks held by BlueSpruce Investments, LP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.9
Others32.1
Top 5 Winners (%)%
TSM
taiwan semiconductor manufac
34.1 %
GOOG
alphabet inc
20.2 %
AMZN
amazon com inc
12.7 %
MA
mastercard incorporated
1.5 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
52.8 M
AMZN
amazon com inc
21.2 M
GOOG
alphabet inc
14.2 M
MA
mastercard incorporated
0.5 M
Top 5 Losers (%)%
SYK
stryker corporation
-2.2 %
META
meta platforms inc
-1.4 %
Top 5 Losers ($)$
META
meta platforms inc
-1.9 M
SYK
stryker corporation
-1.4 M

BlueSpruce Investments, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BlueSpruce Investments, LP

BlueSpruce Investments, LP has 18 stocks in it's portfolio. About 99.4% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for BlueSpruce Investments, LP last quarter.

$650.38MTotal Value
22.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of BlueSpruce Investments, LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
BlueSpruce Investments, LP's holding in Asml Hldg Nv over time
0.14%461
$917.1K
0.14%
new position